SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 75 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $861,000 | -5.4% | 15,176 | -6.1% | 0.93% | -2.4% |
| Q2 2019 | $910,000 | -3.5% | 16,168 | -5.7% | 0.95% | -2.4% |
| Q1 2019 | $943,000 | +4.2% | 17,148 | +0.8% | 0.97% | -13.9% |
| Q4 2018 | $905,000 | +9.2% | 17,004 | +12.5% | 1.13% | +15.5% |
| Q4 2016 | $829,000 | -3.8% | 15,121 | +0.2% | 0.98% | -0.8% |
| Q3 2016 | $862,000 | -0.7% | 15,095 | -1.8% | 0.99% | -1.0% |
| Q2 2016 | $868,000 | +5.0% | 15,376 | +3.2% | 1.00% | +1.9% |
| Q1 2016 | $827,000 | +9.0% | 14,895 | +4.3% | 0.98% | +12.7% |
| Q4 2015 | $759,000 | -7.4% | 14,278 | -6.5% | 0.87% | -6.0% |
| Q3 2015 | $820,000 | +0.4% | 15,276 | +1.4% | 0.92% | +12.9% |
| Q2 2015 | $817,000 | +2.4% | 15,066 | +3.6% | 0.82% | +2.8% |
| Q1 2015 | $798,000 | +2.0% | 14,537 | +0.9% | 0.80% | +1.3% |
| Q4 2014 | $782,000 | – | 14,412 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 14,279,084 | $720,950,951 | 95.54% |
| NinePointTwo Capital LLC | 1,726,601 | $87,176 | 35.55% |
| Sensible Financial Planning & Management, LLC. | 1,441,882 | $72,801 | 18.31% |
| LifeGuide Financial Advisors, LLC | 606,248 | $30,609,487 | 17.89% |
| Joseph Group Capital Management | 421,552 | $21,284,160 | 15.33% |
| Walker Financial Services, Inc. | 236,191 | $11,925,291 | 11.59% |
| Carolina Wealth Advisors, LLC | 350,044 | $17,673,725 | 9.98% |
| Live Oak Investment Partners | 196,101 | $9,889,173 | 8.52% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 246,137 | $12,427,441 | 8.06% |
| MARSHALL FINANCIAL GROUP INC /ADV | 377,322 | $19,050,968 | 7.76% |